Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-439
Closed -$25K 5638
2019
Q3
$25K Hold
439
﹤0.01% 3830
2019
Q2
$26K Sell
439
-1,400
-76% -$58.5K ﹤0.01% 3822
2019
Q1
$70K Buy
1,839
+1,438
+359% +$57.6K ﹤0.01% 3146
2018
Q4
$15K Sell
401
-15
-4% -$612 ﹤0.01% 4005
2018
Q3
$21K Buy
416
+15
+4% +$758 ﹤0.01% 3884
2018
Q2
$21K Hold
401
﹤0.01% 3701
2018
Q1
$20K Sell
401
-15
-4% -$764 ﹤0.01% 3700
2017
Q4
$21K Buy
416
+62
+18% +$3.1K ﹤0.01% 3701
2017
Q3
$17K Sell
354
-646
-65% -$31.9K ﹤0.01% 3670
2017
Q2
$53K Buy
1,000
+273
+38% +$13.6K ﹤0.01% 2811
2017
Q1
$33K Buy
727
+579
+391% +$24.8K ﹤0.01% 3021
2016
Q4
$6K Sell
148
-1
-0.7% -$38 ﹤0.01% 3884
2016
Q3
$6K Buy
149
+25
+20% +$884 ﹤0.01% 3846
2016
Q2
$3K Buy
+124
New +$3.51K ﹤0.01% 4029

Advisor Group's BID Position: Q4 2019 in Review

Advisor Group sold out of Sotheby's (BID) in Q4 2019, closing a stake of 439 shares — an estimated $25K sold.

Advisor Group first reported a position in BID in Q2 2016 and held it in 14 quarters. The position peaked at $70K in Q1 2019. 0 funds tracked by Wall St. Rank hold BID as of Q4 2019.

  • Advisor Group reported no remaining Sotheby's position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 439 Sotheby's shares in Q4 2019, an estimated $25K.
  • Advisor Group first reported a position in Sotheby's in Q2 2016 and held it in 14 quarters.
  • Advisor Group's Sotheby's position peaked at $70K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Sotheby's as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.